TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
Thursday, November 5, 2026
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John_Hempton on X
Having a ugly day in markets. The only thing that is working is my (too small) $AMC short. It seems sensible to trade along with Ken and his naked short ladder attacks.
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UBS on $CENX Oklahoma optionality “The only real growth story in aluminum, or meaningful shareholder returns” https://t.co/56beYZN7hE
A Capital on X
You just know it’s a quality day when both $EOSE and $AXTI are ripping… Real titans of industry there.
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$APTV 👀
Colin King on X
Hard to see how $CNK doesn’t beat next Q https://t.co/sM58z3IQYp
Colin King on X
Would much rather own $CALM https://t.co/Kvr8sFALPr
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BVIMGF $2.2B
- Pendelhaven Asset Management B.V. Q3 2026 ALM $2.5BJXN $8.8B
- Chautauqua Capital Management Q3 2026 TMNSF $6.8B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 TMDX $3.1B
- Penn Davis McFarland October 2026 CELH $7.6BSFM $4.8B
- Westwood — Quality SmallCap Fund 3Q 2026 CAKE $5.3BSYBT $2.5B
- Wasatch Global Investors — Small Cap Growth Strategy third quarter 2026 AAON $5.7BBROS $6.1B
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